Our Professional Recognitions
CFP® – CERTIFIED FINANCIAL PLANNER™
In a complex financial world, clarity and trust are paramount. Working with a CERTIFIED FINANCIAL PLANNER™ professional ensures you're guided by someone who has voluntarily committed to comprehensive training, stringent examinations, and ethical rigor. The CFP® certification signifies mastery in key areas like financial planning, investments, tax strategies, retirement and estate planning, and risk management.
Earning the CFP® designation is not easy: it requires successfully completing a rigorous examination, accumulating at least three years of meaningful financial planning experience, and passing extensive background and ethics checks conducted by the CFP® Board. Moreover, a CFP® professional upholds their expertise by completing at least 30 hours of approved continuing education every two years.
How does this directly benefit you? Your CFP® professional is trained and continuously educated to design customized financial strategies tailored to your life and legacy, placing integrity, confidentiality, and professionalism at the core of every interaction.
CPWA® – Certified Private Wealth Advisor®
High-net-worth individuals and families encounter unique financial complexities. Certified Private Wealth Advisor® professionals have advanced training specifically aimed at managing the sophisticated needs of affluent individuals, families, and business owners.
The CPWA® designation reflects deep knowledge and specialized skills in wealth management strategies including advanced tax mitigation, estate planning, asset protection, legacy planning, and family governance. This credential isn't easily attained; it involves rigorous coursework, a comprehensive examination, and ongoing education requirements through the Investments & Wealth Institute.
What sets a CPWA® advisor apart? Your advisor understands the intricacies that accompany significant wealth, helping you successfully navigate complex decisions at every stage, from wealth accumulation and tax efficiency, to ensuring your legacy for future generations.